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Vanguard Total Bond Market
BND

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
926
Channel Wealth
California
$437K +$433K +5,918 New
PWSG
927
Pacific Wealth Strategies Group
California
$437K +$433K +5,917 New
ATC
928
Adirondack Trust Company
New York
$434K – – –
CIAS
929
CFS Investment Advisory Services
New Jersey
$434K +$430K +5,876 New
TCM
930
True Capital Management
California
$433K +$38.4K +525 +10%
EFG
931
Ethos Financial Group
Pennsylvania
$433K +$429K +5,862 New
RIA
932
Regal Investment Advisors
Michigan
$429K -$24.4K -333 -5%
UWM
933
USAdvisors Wealth Management
Minnesota
$429K -$3.07K -42 -0.7%
FOA
934
Five Oceans Advisors
California
$425K -$3.81K -52 -0.9%
IIM
935
Ironwood Investment Management
Massachusetts
$424K -$41.9K -572 -9%
SDWIA
936
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$423K -$20.2K -276 -5%
SSWM
937
Sheets Smith Wealth Management
North Carolina
$423K – – –
FC
938
Family CFO
California
$422K -$43.5K -594 -9%
SWG
939
Summit Wealth Group
Vermont
$421K +$2.27B +31,088,047 New
TFG
940
Tilson Financial Group
New Jersey
$420K -$8.05K -110 -2%
BAMG
941
Brand Asset Management Group
Missouri
$420K +$46.8K +640 +13%
AWA
942
Aaron Wealth Advisors
Illinois
$418K +$414K +5,655 New
VP
943
Verum Partners
North Carolina
$417K +$39.7K +543 +11%
RGC
944
Roberts, Glore & Co
Illinois
$412K -$14.6K -200 -3%
VNB
945
Virginia National Bank
Virginia
$411K – – –
GSEP
946
Golden State Equity Partners
California
$409K +$406K +5,545 New
RWA
947
River Wealth Advisors
Pennsylvania
$409K -$43.8K -599 -10%
WA
948
Wealthstream Advisors
New York
$409K +$186K +2,536 +84%
PI
949
PFG Investments
New York
$407K +$404K +5,519 New
CWM
950
Congress Wealth Management
Massachusetts
$405K -$3.88K -53 -1%
36 37
38
39 40